Axis Retirement Dynamic Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Axis Retirement Dynamic Growth Direct Plan

NAV
₹21.3400
-0.61%
(7 Nov)
AUM
405 Cr
TER
1.11%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+49.4%
+42.7%
+40.0%
+38.0%
+36.0%
3Y
+25.1%
+18.9%
+12.8%
+17.3%
+20.9%
5Y
+25.6%
+20.3%
NA
+17.9%
+25.5%
ALL
+23.4%
+18.9%
+16.9%
+12.7%
+22.0%
VOL
18.0%
14.0%
11.1%
16.8%
14.3%
TER
0.7%
0.8%
1.1%
0.9%
0.7%
AUM
₹1,035 Cr
₹685 Cr
₹405 Cr
₹3,501 Cr
₹6,168 Cr
INFO
1.30
1.35
1.52
0.76
1.54
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Retirement Dynamic (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
ICICI Bank Ltd
5.1%
Reliance Industries Ltd
4.4%
7.3% Govt Stock 2053
4.0%
Infosys Ltd
3.6%
HDFC Bank Ltd
3.6%
Tata Consultancy Services Ltd
2.8%
Torrent Power Ltd
2.6%
Bajaj Finance Ltd
2.4%
Pidilite Industries Ltd
2.4%
7.25% Govt Stock 2063
2.4%
Top industry exposure
Financial Services
21.3%
Industrials
11.0%
Consumer Cyclical
10.3%
Healthcare
9.5%
Technology
9.1%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
5Y
Exit load
No exit load
Fund objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Investment Plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities, while attempting to manage risk from the market through active asset allocation. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Fund manager(s)
Devang Shah
Nitin Arora
Hardik Shah
Jayesh Sundar
Krishnaa N

FAQs